Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Featured Video

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

Featured Presentation

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

 

Surprises

Making the most of surprises is a great reason to work with us.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.